See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $206,427 | $127,065+62.5% | $113,168+82.4% | $142,382+45.0% |
| Participation rate | 47.1% | 79.2%-32.1pp | 76.6%-29.5pp | 80.1%-33.1pp |
| Annual return | -7.92% | 24.03%-31.9pp | 24.27%-32.2pp | 217.08%-225.0pp |
| Employer contribution / active EE | $303 | $3,442-91.2% | $2,975-89.8% | $4,299-92.9% |
| Participant deferral / active EE | $7,724 | $5,716+35.1% | $5,107+51.3% | $6,507+18.7% |
| Admin fee / account holder | $6,256 | $15,736-60.2% | $12,068-48.2% | $12,624-50.4% |